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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,795 | $112,729+207.6% | $98,716+251.3% | $137,256+152.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 18.90% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,412 | $2,725+61.9% | $2,279+93.6% | $4,156+6.2% |
| Participant deferral / active EE | $7,162 | $4,640+54.3% | $4,048+76.9% | $6,407+11.8% |
| Admin fee / account holder | $2,578 | $10,129-74.5% | $8,703-70.4% | $12,270-79.0% |